See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,457 | $117,983-86.1% | $101,794-83.8% | $142,382-88.4% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.2%-56.7pp | 80.1%-67.6pp |
| Annual return | 24.07% | 36.92%-12.8pp | 30.53%-6.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $473 | $4,714-90.0% | $4,084-88.4% | $6,507-92.7% |
| Admin fee / account holder | $164 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |